The Stock Market thread

[SkinTightTuna]

I'm New to Stocks, could somebody guide me on how to start on this?

[Turd Turd Turd]

1 hour ago, SkinTightTuna said:

I'm New to Stocks, could somebody guide me on how to start on this?

 

Varsity by Zerodha. 

[KunjanPSD]

2 hours ago, SkinTightTuna said:

I'm New to Stocks, could somebody guide me on how to start on this?

Start investing today.

Start with Mutual funds.

 

Read Varsity and valuepickr.

Give it 6 months and then think about individual stocks.

[dante77]

Futures and Options is great for starters. 

[dylanjosh]

I have also started with this from today 

[Turd Turd Turd]

2 hours ago, dante77 said:

Futures and Options is great for starters. 

 

Bull market main sab changa si. 

[Purana Khiladi]

2 hours ago, dylanjosh said:

I have also started with this from today 

I am warning you. Don't do it. Unless you have over 10 years of trading knowledge, don't do it. 

 

Phir bhi chul hai toh trade with 1 lot only for 3 months then go for 2 lots if you are profitable. 

 

Do not trade Bank nifty, sensex, fin nifty or midcpnifty or bankx. Trade Nifty and nifty only. 

 

Coming from a trader with profit in equity and losses in options.

[Pushy]

11 hours ago, Purana Khiladi said:

I am warning you. Don't do it. Unless you have over 10 years of trading knowledge, don't do it. 

 

Phir bhi chul hai toh trade with 1 lot only for 3 months then go for 2 lots if you are profitable. 

 

Do not trade Bank nifty, sensex, fin nifty or midcpnifty or bankx. Trade Nifty and nifty only. 

 

Coming from a trader with profit in equity and losses in options.

This man ain't kidding

Options ain't no joke

U can still manage in Fut and Cash but Options is that one Wild a*s animal which u don't wanna poke around, dur se dekho, maze lo, and do lots of paper trading with your setup (don't change your setup), and still as he said, chul machi, tou do with 1 lot ITM, no OTM's or ATM's, begginers strictly ITM or deep ITM otherwise your account will sing jhinga lala song to you

[silv3rgunn3r]

17 hours ago, dylanjosh said:

I have also started with this from today 

Just don't do options as a newbie dude. You'll lose all your money 

Stick to picking mutual funds, reading zerodha varsity, maybe some books . Then maybe start investing in stocks. Just not F&O.

[dante77]

Top Up ELSS a good chunk today. One final small top up remains but I am happy. 

[hazard12345]

Ok I really don't to be an active trader. Should I just invest monthly in S&P500 as a safe enough mean and expect some decent yearly return(ofcourse depending on principal investment)

[Turd Turd Turd]

@KunjanPSD: Thoughts on CDMO now ? Have they bottomed out ? Looking at some new order books from Aarti, Glenmark Life Sciences etc. FY 25 seems promising. 

[KunjanPSD]

11 minutes ago, Bird Bird Bird said:

@KunjanPSD: Thoughts on CDMO now ? Have they bottomed out ? Looking at some new order books from Aarti, Glenmark Life Sciences etc. FY 25 seems promising. 

It does seem like the domain has bottomed out, although the next quarter will still be muted.

 

Also, GLS is not really doing CDMO.

Just like Divis, they are marketing CMO as CDMO, so need to read between the lines.

But since they are absolutely aceing on the cost front, I don't have an issue. 

Although current price is a bit bloated, I added 1% at 350 and 1% at 600. Would like to see it back in 600s.

Still remains to be seen what Nirma does with the asset.

 

Which Aarti? They are also doing glorified CMO.

Have loaded a bit of Aarti Industries (gross block is astounding), still looking to fill the missed opportunity in Aarti Pharma Labs.

 

I reckon, they will soon start venturing into niche CDMO space but till then, I will keep my nice CDMO allocation to other players.

 

As a whole, seems like CDMO will become a crowded trade soon, if you can bear a bit of volatility, time to top up.

Edited January 24, 2024 by KunjanPSD

[Turd Turd Turd]

14 minutes ago, KunjanPSD said:

It does seem like the domain has bottomed out, although the next quarter will still be muted.

 

Also, GLS is not really doing CDMO.

Just like Divis, they are marketing CMO as CDMO, so need to read between the lines.

But since they are absolutely aceing on the cost front, I don't have an issue. 

Although current price is a bit bloated, I added 1% at 350 and 1% at 600. Would like to see it back in 600s.

Still remains to be seen what Nirma does with the asset.

 

Which Aarti? They are also doing glorified CMO.

Have loaded a bit of Aarti Industries (gross block is astounding), still looking to fill the missed opportunity in Aarti Pharma Labs.

 

I reckon, they will soon start venturing into niche CDMO space but till then, I will keep my nice CDMO allocation to other players.

 

As a whole, seems like CDMO will become a crowded trade soon, if you can bear a bit of volatility, time to top up.

 

Aarti Industries. 

 

GLS is trading at near ATH, and hence I am jittery to invest. There is resistance at 800 nearabouts, need to see if it survives or crashes. 

 

Which CDMO/CMO players are cheap right now ? Laurus ? Piramal ?

[KunjanPSD]

2 minutes ago, Bird Bird Bird said:

 

Aarti Industries. 

 

GLS is trading at near ATH, and hence I am jittery to invest. There is resistance at 800 nearabouts, need to see if it survives or crashes. 

 

Which CDMO/CMO players are cheap right now ? Laurus ? Piramal ?

None are as cheap as they were 6 months ago.

 

I have burned hands with PPL before, chart looks decent but I don't have trust on the management anymore.

 

I am sticking to Laurus (doing SIP and hoping for 300), Neuland (SIP paused, waiting for 5k), Syngene (SIP paused, waiting for 600).

 

Other than that I am looking at Suven Pharma, Supriya, Granules, Hikal, Jubilant Pharma, Orchid.

 

Plus chemicals space, Jubilant Ingrevia and Deepak N.

 

Much more interested in Branded space as well with the likes of FDC, JB, RPG, Jagsonpal.

 

Also trying to build higher position in Max India, started at 90 but f**ker moved so quick.

[Turd Turd Turd]

3 hours ago, KunjanPSD said:

None are as cheap as they were 6 months ago.

 

I have burned hands with PPL before, chart looks decent but I don't have trust on the management anymore.

 

I am sticking to Laurus (doing SIP and hoping for 300), Neuland (SIP paused, waiting for 5k), Syngene (SIP paused, waiting for 600).

 

Other than that I am looking at Suven Pharma, Supriya, Granules, Hikal, Jubilant Pharma, Orchid.

 

Plus chemicals space, Jubilant Ingrevia and Deepak N.

 

Much more interested in Branded space as well with the likes of FDC, JB, RPG, Jagsonpal.

 

Also trying to build higher position in Max India, started at 90 but f**ker moved so quick.

 

Lauru ke results ne to aaj extra laude laga diye. 

 

Laurus and Jub Ingrevia are the bane of my PF. 

[KunjanPSD]

27 minutes ago, Bird Bird Bird said:

 

Lauru ke results ne to aaj extra laude laga diye. 

 

Laurus and Jub Ingrevia are the bane of my PF. 

Capability to suffer is an art. 

I do not recommend this space for anyone who cannot suffer.
At one point there should be QoQ growth. I personally do not have the time to time it, so I prefer to suffer instead.

[Turd Turd Turd]

2 hours ago, KunjanPSD said:

Capability to suffer is an art. 

I do not recommend this space for anyone who cannot suffer.
At one point there should be QoQ growth. I personally do not have the time to time it, so I prefer to suffer instead.

 

Unfortunately LL is the biggest holding in my PF, and that is teaching me the art of suffering. CDMO/CMO is getting crowded very quickly. 

[dante77]

Ll results seem bad. But I think somehow it's gonna go up tomorrow

[KunjanPSD]

21 minutes ago, Bird Bird Bird said:

 

Unfortunately LL is the biggest holding in my PF, and that is teaching me the art of suffering. CDMO/CMO is getting crowded very quickly. 

If it's the biggest holding then it must have been backed by a thesis, check if your thesis is intact, no other way.